HubSpot Ideas

Momentum

List Filters for Connected Calls

I have been working with multiple folks from Hubspot support and it seems like we have hit a dead end. I wanted to create a list view that would show companies I haven't had a Connected call with for over 90 days. The problem is in Hubspot it doesn't differtinate activity from other calls and connected calls, so it doesn't pull right.

 

By having this list view, it eliminates the need for extensive task management. Any help here would be great, thanks!

2 Replies
KarthikC
Top Contributor

Hi, there's a report called "Call outcome totals by rep" under "Standard Reports" that might help. I've included a screenshot below for reference.

 

KarthikC_0-1603460254727.png

 

HubspotterOHIO
Participant

Yes creating lists on activities is greatly needed!!! Again, as BDRs we need to sort and prioritize on the last activity mostly on call outcome. Thank you HubSpot!!!